据鸿蒙智行官微发布的数据，2025年第34周(8月18日-8月24日)，鸿蒙智行周销量10598台，年度累计销 量位居新势力品牌榜首。 ...

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 1、2025年前 7 月全球电动汽车销量达 1070 万辆,中国占 650 万辆 2、流通协会: 上半年新能源独立品牌经销商经营状况好于传统燃油车品牌 3、"干县万镇"新能源汽车消费季（湖北站）启动 4、全国最大高速充电站在长深高速桐庐服务区投运:40 台超充桩"一秒一公里" 5、华为投资控股有限公司注册资本增至 638.9亿元，增幅达 10% 6、美国提高对进口电动汽车零部件钢铁和铝关税 7、英伟达正在开发新款"中国特供"AI 芯片 B30A 8、前 7个月北京新能源汽车产量同比增长 1.5 倍 9、河南 7月新能源汽车产量激增近 4 倍,锂电池产量翻倍 10、太蓝新能源全固态电池生产基地落地武汉 11、亿纬理能:上半年净利润同比下降24.9% 拟10派2.45元 12、成都经济运行数据出炉:新能源汽车产量增长 326.2% 13、武汉动力电池低碳循环产业创新联合实验室成立 14、国家能源局: 截至 2025年7月底 我国电动汽车充电基础设施总数同比增长 53% 15、蔚来资本等入股新芯航途,后者为自动驾驶芯片设计商 16、吉利短刀电池产能升至行业 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 华为云回应架构调整 8月25日下午，华为云向记者回应称："本次华为云研发组织调整的目的是，通过软硬协同、架构创新， 持续为客户打造更领先、更有价值的云服务。同时，将更多资源投入到AI产业和算力产业上。"一位华 为内部人士告诉记者，对盘古大模型将加大投入，支持各行各业的客户做好自己的大模型，同时支持大 模型用好昇腾，让更多AI应用在昇腾上繁荣起来。他还表示，在整体智能算力云赛道上，华为云将投 入更多资源。 马斯克正式起诉Open AI和苹果公司 马斯克旗下人工智能公司xAI当地时间8月25日在美国得克萨斯州联邦法院起诉OpenAI和苹果公司，指 控他们非法合谋阻挠人工智能竞争。 谷歌旗下Waymo获得纽约交通局颁发的首张许可证 近日，Alphabet旗下自动驾驶公司Waymo获得纽约市交通局签发的首张无人驾驶测试许可证，将是纽约 市首次允许无人驾驶汽车在路上测试。根据计划，Waymo将于即日起至9月底在曼哈顿及布鲁克林市中 心测试8辆无人驾驶汽车 ...

8.马斯克：中国公司是 xAI最强对手，电力充足和硬件制造强大 要闻提示 NEWS REMIND 1. 蔚来重返千亿市值，销售负责人：不允许拉踩和诋毁竞品 2. 芯片大牛股46岁总裁，涉嫌内幕交易被证监会立案 3.宇树科技首次卷入发明专利侵权指控，正 处于上市关键期 4. 快手前高管涉贪1.4亿，创下大厂贪腐新纪录 5.回国还要再等等了！贾跃亭又又又又又拿到融资了：2.15亿元到账 6.格力朱磊再回应"空调线上销量被小米超越" ：数据可以转发，口碑没法P图 7.苹果印度扩张计划遇到新麻烦，富士康被曝在当地召回约300名中国工程师 今日头条 HEADLINE NEWS 蔚来重返千亿市值，销售负责人：不允许拉踩和诋毁竞品 近日，蔚来全新ES8正式发布并开启预售。21日产品发布后，美股大涨9.27%，8月22日港股收涨 11.12%，美股再涨14.44%，公司总市值141亿美元（约1009亿元人民币），在去年10月后的近一年 内，重返千亿市值。和第二代ES8价格相比，全新ES8价格的起售价格下探了近10万元。但蔚来董事长、 CEO李斌在此后的媒体沟通会上表示，和第二代产品相比，全新ES8的毛利率并不低于二代ES8。 ...

Core Insights - The luxury car market in China is undergoing a significant transformation, with traditional brands like Mercedes-Benz, BMW, and Audi (BBA) facing declining profits and sales due to the rise of domestic electric vehicle (EV) brands [1][2][3] Group 1: Financial Performance - In the first half of 2025, BBA reported substantial declines in net profits: Mercedes-Benz down 55.8%, BMW down 29%, and Audi down 37.5% [1] - BBA's delivery volumes in China also fell, with declines of 14.2% for Mercedes-Benz, 15.5% for BMW, and 10.3% for Audi [1] Group 2: Market Dynamics - The Chinese market, once a stronghold for BBA, is now a "bleeding point" as domestic EV brands gain traction [3] - In July, luxury car promotions reached a high of 27.2%, indicating increased pressure on BBA to compete [4] Group 3: Competitive Landscape - Domestic EV brands, exemplified by "Hongmeng Zhixing," are redefining luxury car standards with innovative designs and user experiences, achieving sales of 47,752 units in July alone [3] - BBA's electric vehicle penetration in China is below 20%, significantly lower than the overall EV penetration rate of 44.3% [6] Group 4: Strategic Responses - BBA is beginning to seek partnerships with Chinese tech companies to adapt to the changing market landscape, such as Audi collaborating with Huawei for smart driving technologies [8] - The overall restructuring of the automotive value chain and market share is evident, with Chinese EV exports surging by 75.2% year-on-year [7]

Group 1 - Multiple regions have launched limited-time purchase subsidy activities for Hongmeng Zhixing vehicles in July, including Yunnan, Anhui, and Henan provinces [1][2][3] - In Yunnan, a subsidy of 3,000 yuan per vehicle is offered for purchases made from July 1, with a limited fund available on a first-come, first-served basis [2] - Anhui province announced a similar subsidy for purchases made between July 9 and July 31, with a total fund of 3.6 million yuan for 1,200 vehicles [2] - Henan province also provides a 3,000 yuan subsidy for vehicles priced at 200,000 yuan and above, with a total fund of 6 million yuan for 2,000 vehicles [2] Group 2 - At least 10 provinces and cities have announced cash subsidy activities for Hongmeng Zhixing vehicles, indicating a widespread initiative [3] - The funding for these subsidies primarily comes from local sales enterprises related to Hongmeng Zhixing, rather than direct government subsidies [3][8] - Analysts suggest that this initiative represents a collaborative innovation between government and enterprises, creating a "triple win" ecosystem for consumers, car manufacturers, and local governments [8] - In the first half of the year, Hongmeng Zhixing's retail sales reached approximately 204,000 units, a year-on-year increase of 5.1%, with a market share of 3.7% [8] - The sales target for Hongmeng Zhixing this year is 1 million units, indicating that the current sales achievement is only 20.5% of the target [8]

Core Viewpoint - Huawei is adjusting its automotive business by transitioning the sales of its brands under HarmonyOS Intelligent Driving to a dedicated sales network built by partner car manufacturers, aiming to expand sales channels and meet diverse consumer needs while maintaining overall control of sales, marketing, and service [1][6]. Group 1: Sales Channel Expansion - The adjustment is intended to expand sales channels and cater to market differentiation needs [3]. - The brands under HarmonyOS Intelligent Driving, including Zhijie and Shangjie, will establish independent sales channels similar to the AITO Wenjie user center [3][4]. - The establishment of dedicated sales networks is expected to enhance operational efficiency and brand image by allowing each brand to have its own showroom [6][8]. Group 2: Brand Collaboration and Management - Huawei has shifted from a strong leadership role to granting more autonomy to its partners in managing HarmonyOS Intelligent Driving [6]. - The previous unified sales approach led to challenges such as insufficient display space and uneven resource allocation among brands, prompting the need for independent networks [6][10]. - The new strategy allows brands to set differentiated store standards based on their product attributes and price points, potentially lowering construction costs [6][10]. Group 3: Market Adaptation and Competition - The competitive landscape of the new energy vehicle market necessitates a broad and deep sales channel as a critical factor for success [7]. - The sales network will include experience centers and user centers, with experience centers focusing on sales and product experience, while user centers will cover sales, new car delivery, and after-sales services [8]. - The restructuring aims to better adapt to market demands and address issues of product homogeneity and overlapping price ranges among the brands [8][10].

Core Insights - The new energy vehicle market in China is experiencing robust growth and intense competition, with several new players reporting significant sales figures for June [1][2][3] Company Performance - Hongmeng Zhixing achieved a record delivery of 52,700 vehicles in June, marking a historical high for both monthly and daily sales, and leading the new energy vehicle market [2] - Leap Motor delivered 48,000 vehicles in June, a year-on-year increase of over 138%, with cumulative deliveries exceeding 800,000 [2] - Li Auto's deliveries fell to 36,300 units in June, a decrease of 24.1% compared to the same month last year, but plans to accelerate the launch of new electric models in the second half of the year [2] - Xpeng Motors reported a significant increase in deliveries, with 34,600 vehicles delivered in June, a year-on-year growth of 224% [3] - Deep Blue Automotive delivered 29,900 vehicles in June, a year-on-year increase of 79% [4] - Xiaomi Automotive delivered over 25,000 vehicles in June, with a notable order volume for its new SUV model, the Xiaomi YU7 [4] - NIO delivered 24,900 vehicles in June, a year-on-year increase of 17.5% [5] - Zeekr delivered 43,000 vehicles in June, maintaining a delivery volume above 40,000 for four consecutive months [6] Market Trends - The June sales performance was influenced by various factors, including promotional activities during the Dragon Boat Festival and increased family car purchases due to the end of the college entrance examination [1] - The shift in consumer behavior is evident, with a focus on practicality and cost-effectiveness in vehicle purchases [6] - The new energy vehicle market is seeing a reshuffling of delivery rankings, indicating changing dynamics and competition among new players [6]

Summary of Key Points Core Viewpoint The report provides an overview of the electric vehicle (EV) delivery performance of various new car manufacturers in June 2025, highlighting significant growth and declines in sales across different companies. Company Performance - Xiaomi Auto delivered over 25,000 vehicles in June [1] - Lynk & Co sold 26,310 vehicles, marking an 8% year-on-year increase [1] - Zeekr Technology reported sales of 16,702 vehicles, a 17% decline compared to the previous year [1] - Lantu Auto achieved sales of 10,053 vehicles, reflecting an 83% year-on-year growth [1] - Avita Auto sold 10,153 vehicles, with a remarkable 117% increase year-on-year [1] - NIO delivered 24,925 vehicles, up 17.5% year-on-year [1] - Li Auto's deliveries totaled 36,279 vehicles, down 24% year-on-year [1] - Zhiji Auto delivered 6,027 new vehicles in June [1] - Deep Blue Auto achieved total deliveries of 29,893 vehicles, a 79% year-on-year increase and a 17% month-on-month growth [1] - Hongmeng Zhixing set a new monthly sales record with 52,747 vehicles delivered [1] - BYD's new energy vehicle sales reached 382,600 units, up from 341,700 units in the same month last year [1] - Leap Motor delivered 48,006 vehicles, showing over 138% year-on-year growth, with total deliveries exceeding 220,000 units in the first half of the year [1] - Xpeng Motors delivered 34,611 new vehicles, achieving a 224% year-on-year increase and maintaining over 30,000 deliveries for eight consecutive months [1]

Core Insights - Hongmeng Zhixing has achieved a significant milestone by delivering a total of 800,000 vehicles in just 39 months, setting a record for the fastest delivery among new energy vehicle manufacturers [1] - In June, the company delivered 52,747 vehicles, marking a new monthly sales record and making it the top seller among new energy vehicle brands [1] - The daily delivery rate reached 3,651 vehicles, which is also a historical high for the company [1]